E&G Advisors, LLC LIT — GLOBAL X FDS

Ownership history in E&G Advisors, LLC  ·  3 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported GLOBAL X FDS (LIT) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows LIT at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LIT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How E&G Advisors, LLC held LIT — position size vs. price
% of Fund (quarterly)    LIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,624 -65 -1.4% 0.06% $316K 2026-10-13 $67.65
2026 Q2 ADDED — — — 4,689 +666 +16.6% 0.07% $367K 2026-07-23 $69.02
2026 Q1 INITIATED — — — 4,023 — — 0.07% $299K 2026-04-21 $82.67

FAQ About E&G Advisors, LLC and LIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has E&G Advisors, LLC reported owning LIT?

E&G Advisors, LLC reported LIT across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported LIT position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for LIT was 0.07% in 2026 Q2.

What is the latest reported LIT position on this page?

The most recent filing on this page is 2026 Q3, when E&G Advisors, LLC reported 4,624 shares, equal to 0.06% of portfolio, with an estimated market value of $316K.

What does the chart on this LIT ownership page compare?

The chart compares E&G Advisors, LLC's quarterly LIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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